See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,195 | $64,348-4.9% | $90,160-32.1% | $70,131-12.7% |
| Participation rate | 95.1% | 70.4%+24.7pp | 76.9%+18.2pp | 69.5%+25.6pp |
| Annual return | 24.02% | 28.13%-4.1pp | 34.88%-10.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $6,032 | $2,046+194.9% | $3,318+81.8% | $2,342+157.5% |
| Participant deferral / active EE | $3,491 | $4,389-20.4% | $5,288-34.0% | $3,332+4.8% |
| Admin fee / account holder | $16 | $3,944-99.6% | $5,943-99.7% | $4,645-99.6% |